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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-07 |
| WY | RA | APPROVED | 2024-08-07 |
| TX | RA | APPROVED_RES | 2014-06-18 |
| CA | RA | APPROVED | 2003-08-21 |
Branch Locations
3075 Hansen Way Pbig - Palo Alto Wealth Ctr, Palo Alto, CA 94304 • United States
900 Elm St, Manchester, NH 03101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 06/2003 | Present |
| Bank Of America,Na | Menlo Park | CA | 08/2009 | Present |
I*516189 For profit or not for profit: Name of outside business organization: Rental Property 2 Investment related: N Address of business: Coronado, California, 92118 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 8/15/2013 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 I*517107 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Coronado, California, 92118 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 7/4/2015 Number of hours devoted: 5 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-14 |
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